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All posts →When the Debt Comes Due: Currency Cycles and the Dollar
Reserve currencies rise and fade on a debt cycle. Britain went through it in the last century, and the US is showing the early signs. What history says about how big debts end, what is different this time, and why I measure wealth in more than dollars.
Read →Why Bitcoin: Deficits, a Fixed Supply and the Case for a Hard Asset
Saylor, Tudor Jones and Fink each arrived at bitcoin from a different direction. Buffett still thinks it is worthless. Here is the case, the counter-case, and why I own it.
Read →Five Investors, One Market: Burry, Tudor Jones, Dalio, Druckenmiller and Buffett
Five of the best investors of the last fifty years are looking at the same market and reaching very different conclusions. Where they agree, where they split, and what I take from it.
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